VISIONQUEST WEALTH MANAGEMENT, LLC

RALEIGH, North Carolina·2 registered advisors·CRD# 135581
SEC# 801-107528919-433-3560
01

Firm Overview

AUM
$175M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at VISIONQUEST WEALTH MANAGEMENT, LLC

2 registered advisors
Randall Clifton Griggs
RALEIGH, North Carolina
Stephen Condon Peters
RALEIGH, North Carolina
05

Office Locations

RALEIGH, North Carolina
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. VISIONQUEST WEALTH MANAGEMENT, LLC (CRD# 135581) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.